Madison D. Merdian
CFP®
Chief of Staff
CFP®
Chief of Staff
Madison Merdian serves as Savant’s chief of staff in Rockford, Illinois, where she leads cross-functional efforts that help support firm growth, advisor success, and client outcomes. A CERTIFIED FINANCIAL PLANNER® professional, Madison focuses on navigating complex operational and strategic challenges, working closely with advisors and internal teams to develop solutions that align the interests of clients, advisors, and the firm.
Madison has played a key role in Savant’s growth through mergers and acquisitions, contributing to the onboarding of new partner firms and serving as integration lead for many of those partnerships. She works alongside advisors and internal stakeholders to help streamline processes, align systems, and guide organizations through change with clarity and consistency.
Since entering the wealth management industry, Madison has built a career centered on planning, integration, and collaboration. She began at Wipfli Financial as an associate financial advisor and financial advisor, then advanced to a financial planner after Creative Planning acquired the firm. She joined Savant and progressed through a series of integration-focused roles, including M&A associate project manager and due diligence, onboarding, and integration manager, before stepping into her current leadership position.
She earned a bachelor’s degree in agricultural and consumer economics, with a concentration in financial planning, from the University of Illinois Urbana-Champaign.
Madison grew up in a small farming community, where she developed a strong work ethic and a commitment to serving others. Today, she enjoys cooking and exploring new restaurants with her husband, Mitch, often planning weekend getaways centered around great food and shared experiences.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.